See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,219 | $165,335-82.9% | $149,696-81.1% | $158,922-82.2% |
| Participation rate | 78.6% | 84.6%-6.0pp | 82.5%-3.9pp | 82.0%-3.4pp |
| Annual return | 47.56% | 348.15%-300.6pp | 276.60%-229.0pp | 302.83%-255.3pp |
| Employer contribution / active EE | $1,162 | $5,103-77.2% | $4,644-75.0% | $4,761-75.6% |
| Participant deferral / active EE | $1,775 | $7,181-75.3% | $6,842-74.1% | $5,982-70.3% |
| Admin fee / account holder | $459 | $10,807-95.8% | $9,309-95.1% | $11,246-95.9% |